Data / Investment advisers / North Carolina / Adhesion Wealth Advisor Solutions
Adhesion Wealth Advisor Solutions, Charlotte, NC: $11 billion AUM, SEC registered investment adviser
Adhesion Wealth Advisor Solutions is an SEC registered investment adviser with its main office in Charlotte, North Carolina and reports $11 billion in regulatory assets under management in its Form ADV filed July 31, 2026. Its clients include other investment advisers. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 143593
- SEC file number
- 801-67829
- SEC status
- Approved, effective April 24, 2007
- Legal name
- Atria Investments, Inc.
- Main office
- 2825 South Blvd Suite 500, Charlotte, NC 28209
- Phone
- (888) 295-8351
- Website
- adhesionwealth.com
- Regulatory AUM
- $11,048,554,773 in the Form ADV filed July 31, 2026
- Discretionary AUM
- $11,048,554,773
- Accounts
- 31,684
- Employees
- 60, of which 15 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 113 | $11.05 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $11.05 billion | March 17, 2026 |
| December 1, 2025 | $10.43 billion | April 16, 2025 |
Other advisers in Charlotte
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Alight Financial Advisors, LLC | Charlotte | $35.05 billion | Not listed | adviserinfo.sec.gov |
| Stepstone Private Wealth | Charlotte | $17.93 billion | 4 | adviserinfo.sec.gov |
| Independent Advisor Alliance, LLC | Charlotte | $17.23 billion | Not listed | adviserinfo.sec.gov |
| Global Endowment Management, LP | Charlotte | $12.88 billion | 148 | adviserinfo.sec.gov |
| Churchill Investment Management LLC | Charlotte | $12.14 billion | Not listed | adviserinfo.sec.gov |
| Ridgemont Partners Management, LLC | Charlotte | $10.26 billion | 32 | adviserinfo.sec.gov |
| Horizon Investments LLC | Charlotte | $8.47 billion | Not listed | adviserinfo.sec.gov |
| Asana Partners, LP | Charlotte | $8.35 billion | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Charlotte, NC
- Investment advisers in North Carolina
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving other investment advisers
- Adhesion Wealth Advisor Solutions on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.